401(k) · DOL Form 5500 · 2023

Petite Coconut, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
36
Participants Small participant base
26th
Percentile by assets National rank
$35,787
Avg per participant Low balance/head
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Official DOL plan name: Petite Coconut, Inc. Profit Sharing Plan · Sponsored by Petite Coconut, Inc. · Florida · Educational Services

$1M in assets, 36 participants

Petite Coconut, Inc.'s Petite Coconut, Inc. Profit Sharing Plan reported $1M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 26th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #624 in Educational Services (3,735 peers)

Petite Coconut, Inc. multi-year trail

Petite Coconut, Inc.'s plans moved -19.0% in assets from 2022 to 2023; this filing shows Petite Coconut, Inc. Profit Sharing Plan at $1M / 36 participants.

#624
in Educational Services (3,735 peers)
+2.4%
assets growth YoY

Petite Coconut, Inc. Profit Sharing Plan among the smaller filed plans by assets

Petite Coconut, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,288,338 26th percentile higher than 26% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Petite Coconut, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Petite Coconut, Inc. Profit Sharing Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Petite Coconut, Inc. Profit Sharing Plan reported net income rose from -$39K in the plan year 2022 filing to $30K in the plan year 2023 filing.
  • Petite Coconut, Inc. Profit Sharing Plan reported participants rose from 29 in the plan year 2022 filing to 36 in the plan year 2023 filing.
  • Petite Coconut, Inc. Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 832698441 · Petite Coconut, Inc. PY 2023 · 401(k)

Petite Coconut, Inc. Profit Sharing Plan · $1M · 36 · 26th

  • EOY $1M
  • EOY 36
  • EOY 26th
  • EOY 401(k)
  • EOY near Superior Medical Group, a Professional Corporation 401(k) Profit Sharing Plan
  • EOY ind #624

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Florida →

Petite Coconut, Inc. Profit Sharing Plan in the asset neighbourhood

Petite Coconut, Inc. Profit Sharing PlanPetite Coconut, Inc. Profit …$1MSuperior Medical Group, a Professional Corporation 401(k) Profit Sharing PlanSuperior Medical Group, a Pr…$1MCatawba Indian Nation 401(k) PlanCatawba Indian Nation 401(k)…$1MMesquite Rv and Boat Storage, Inc. 401(k) PlanMesquite Rv and Boat Storage…$1MBricker Enterprise Company, Inc. 401(k) PlanBricker Enterprise Company, …$1M
End-of-year total assets ($M) among Petite Coconut, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Petite Coconut, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Petite Coconut, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 18.999911350806236% vs 2022
2023 filing year
$1.2M$1.3M$1.4M$1.5M$1.6M$1.7M 20222023 $1.59M $1.29M ▼ -18.9%
Year Plans Participants Total Assets
2022 2 55 $2M
2023 1 36 $1M

Petite Coconut, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$30K
Employer EIN832698441
Plan Effective Date2018-11-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Petite Coconut, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Petite Coconut, Inc. Profit Sharing Plan, Total assets ($B): 0.001288338 · Participants: 36Petite Coconut, Inc. Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Petite Coconut, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Petite Coconut, Inc. Profit Sharing Plan side-by-side with 3 peers →

Petite Coconut, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Superior Medical Group, a Professional Corporation 401(k) Profit Sharing Plan in CA ($1M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Petite Coconut, Inc. Profit Sharing Plan assets move in 2023? ▼
Petite Coconut, Inc. Profit Sharing Plan edged up modestly - up 2.4% during 2023, from $1M to $1M. Reported net income was $30K.
How have Petite Coconut, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Petite Coconut, Inc.'s sponsor-wide assets declined 19.0%, from $2M to $1M.
Which 401(k) plans are similar in size to Petite Coconut, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Superior Medical Group, a Professional Corporation 401(k) Profit Sharing Plan in CA ($1M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Petite Coconut, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832698441.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.